OUR LATEST – CORPORATE RETIREMENT PLANS

Whittney Stauffer Joins Friends of Finance

Summer 2025 Investment Perspectives

We discuss how to handle the recent and how to protect your financial plan in the event of a natural disaster.
Whittney Stauffer Joins Friends of Finance

April 2025 Investment Perspectives

We discuss how to handle the recent and how to protect your financial plan in the event of a natural disaster.
Whittney Stauffer Joins Friends of Finance

January 2025 Investment Perspectives

We discuss the market in 2023 and look ahead to 2024, digital safety, and updated FDIC calculations for trust-owned bank accounts.
An illustration shows an older couple with canes climbing steps made of dollar bills.

Roth Retirement Savings Strategies

We take a look at the new rules for FDIC insurance limits for bank deposits owned by trusts. The good news: It will be simpler to calculate.
Whittney Stauffer Joins Friends of Finance

October 2024 Investment Perspectives

We discuss the market in 2023 and look ahead to 2024, digital safety, and updated FDIC calculations for trust-owned bank accounts.

Using Qualified Charitable Distributions to Support Charities

Exploring the Power of a Deferred Sales Trust for Financial Flexibility

Business Health and Employee Financial Wellness

Financial wellness programs are a win-win for employers and employees. We break down why it's a smart move for businesses.

Maximizing Profits and Tax Efficiency

Exploring the Power of a Deferred Sales Trust for Financial Flexibility
U.S. capitol building as seen on the back of United States money

Key Provisions of the SECURE Act 2.0

The new law expands savings opportunities and provides a new option for unused 529 plan balances.

Upside Down

Making Sense of the Recent Yield Curve
TCO Fiduciary Rule

The Fiduciary Rule: What It Means For You

We have served our clients with a fiduciary duty since our founding in 1981.

Trying Not To Be a Dodo

Changing Political Climate Threatens Fiscal Conservative Species
glasses on desk

Is Fiscal Discipline Extinct? – Bob’s Market Observations

Does anyone care about government spending and debt? And who will pay the bill?

My Aunt’s Close Call – Bob’s Market Observations

Luckily, one day, Bob discovered that a beneficiary document his aunt signed could put her estate plan at risk of entering the troubled probate waters.
man using laptop

Jobs of the Future – Bob’s Market Observations

"Many jobs in the future aren't even in existence today." Are we unprepared for what's coming? Read more.
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